Software for Accountants
Australian accounting firms hit a familiar wall: you've outgrown the practice management tool's reporting, your team is exporting CSVs from Xero into spreadsheets, and onboarding a new client takes three days because the same data has to be entered into eight systems. We build the bespoke layer that consolidates it.
The accounting practice problems we solve
- Client onboarding that touches 6+ systems (engagement letter → ASIC search → ATO auth → Xero → CRM → folder structure)
- Workflow tools beyond what XPM/FYI/Karbon offer — tuned to your specific service mix
- Cross-client analytics dashboards (the 'how is our book doing' view that the practice tools don't quite answer)
- Document collection portals that don't make clients jump through Dropbox/Email/SharePoint hoops
- Compliance tracking — ASIC, ATO, TPB obligations across the whole client base
- Quarterly BAS / annual tax return workflow automation
- Trust account reconciliation tooling and audit trails
Common integrations we build
- Xero — full API including Practice Manager (XPM) endpoints
- MYOB AccountRight and Essentials
- ATO — Standard Business Reporting (SBR) ebMS3 for lodgment automation
- ASIC — automated company search and document retrieval
- FYI Practice Management, Karbon, Ignition (engagement letters)
- DocuSign, Annature for e-signing
- HubSpot, Pipedrive for client/lead pipelines
Compliance posture
We build to the standards Australian accounting firms are expected to meet: TPB cyber security obligations, ACSC Essential 8 alignment, Australian Privacy Principles, and the trust-account handling rules embedded in state legislation. Every engagement for an accounting firm includes a written security and privacy assessment of the system we're building, suitable for sharing with your insurer or external auditor.
Software for Australian accounting firms — FAQ
Scope a tool for your practice
Book a free 30-minute call. We'll talk through your highest-friction process and tell you honestly whether custom software is the answer.